Microsoft Copilot in Purchasing – A Hands-On Workshop

In the “ training ,” you’ll learn how to use Microsoft Copilot effectively in your day-to-day procurement work to streamline processes and save time. Using specific use cases, you’ll learn, for example, how Copilot can assist you with supplier communication in Outlook, comparing quotes in Excel, or creating documents in Word. This will help you understand which tasks Copilot truly adds value to and how to effectively integrate the AI assistant into your procurement processes.

No, for most exercises in the “ training ,” the free version of Microsoft Copilot is sufficient. If you’d like to try out the full range of features directly in applications such as Word, Excel, Outlook, PowerPoint, or Teams, we recommend obtaining a Microsoft 365 Copilot license. If you’d like to use a business account for this purpose, you should check with your company in advance to see if—and under what conditions—you can use it during the seminar.

In the " training ," you’ll learn, through practical use cases, how Copilot can assist you with recurring tasks. These include, for example, communicating with suppliers, preparing information, and working with documents and data. You’ll also learn how to achieve better results by using the right prompts. This will help you more easily identify which routines are suitable for using Copilot and how you can save time in your day-to-day procurement work.

The " training " focuses on the practical application of Microsoft Copilot. Through hands-on exercises, you’ll work on real-world scenarios from the field of procurement and explore various ways to use the tool. You’ll have the opportunity to test how Copilot can assist you, for example, with supplier communication, comparing quotes, or creating and formatting documents. This will give you a realistic sense of what’s possible with Copilot and which applications are best suited for your own procurement processes.

In the “ training ,” you’ll not only learn about the capabilities of Microsoft Copilot, but you’ll also explore the challenges of using it in a professional setting. This includes, in particular, handling company data responsibly. You’ll learn what to keep in mind when using the tool and how to effectively integrate Copilot into existing procurement processes. This will help you better assess which tasks Copilot is suited for and where the technology requires particularly careful handling.